Senior Outbound AdvisorChoice Consultant

This is a fully remote position, open to applicants in New York, +3 more states.

📋 Description

• Initiate a substantial volume of outbound sales calls, including cold outreach to seasoned financial advisors.

• Maintain engagement with current prospects and recruiting partners.

• Identify experienced financial advisors and/or financial institutions interested in partnering with Raymond James.

• Evaluate optimal business models and provide referrals.

• Arrange meetings for recruiters and management personnel.

• Schedule, confirm, and follow up post-meetings.

• Recognize alternative business models based on advisor insights and consultations with recruiting partners.

• Foster relationships with recruiting partners.

• Aid in crafting business development strategies.

• Collaborate proactively with advisors, recruiting partners, and firm relationships.

• Build connections and assist in achieving firm, team, and individual objectives.

• Execute other assigned responsibilities.

⛳️ Requirements

• A bachelor's degree along with 3-5 years of relevant experience in business development, sales, or financial services.

• An equivalent combination of experience, education, and/or training approved by Human Resources.

• Familiarity with business development concepts, practices, and procedures within a financial services context.

• Understanding of investment concepts, practices, and procedures utilized in the securities sector.

• Knowledge of finance principles and operations within the securities industry.

• Insight into financial markets and products.

• Experience in sourcing and developing sales prospects using a proprietary CRM system.

• Capability to make a high volume of outbound cold calls and convert them into recruiting opportunities.

• Proficient questioning and listening skills, including the ability to handle objections effectively.

• Competence with standard office equipment and software for correspondence, reporting, electronic communication, spreadsheets, and databases.

• Ability to research, interpret, analyze, and apply information regarding prospects.

• Skill in organizing, managing, and tracking multiple detailed tasks and assignments in a fast-paced setting.

• Effective oral and written communication abilities with all levels of the organization.

• Capacity to work independently as well as collaboratively within a team environment.

• Willingness to travel less than 25%.

🏝️ Benefits

• Eligibility for commission in addition to an annual base salary.

• Medical, dental, and vision benefits.

• Life insurance coverage.

• Critical illness insurance.

• Accident insurance.

• Disability benefits.

• Retirement savings plan.

• Paid time off, which includes vacation, holidays, and sick leave.

• Parental leave.